Understand Your Federal Retirement Benefits
Stonebridge offers a complimentary workshop designed to help federal employees understand their benefits, avoid costly mistakes, and make more informed retirement decisions.
Know your numbers.
Own your federal retirement.
Federal retirement comes with a unique set of benefits, rules, deadlines, and decisions. For many employees, the system can feel overwhelming at first.
The good news is that you do not have to navigate it alone. The key is understanding how the pieces fit together, knowing which decisions deserve the most attention, and learning where to turn for reliable guidance. That’s exactly what the FedImpact Workshop is designed to help you do.
Whether retirement is years away or right around the corner, the more clearly you understand your benefits, the more confidently you can plan for the future.
Your retirement from federal service represents years of dedication and hard work. Understanding the benefits you have earned is one of the most important steps you can take toward retiring with confidence.
Topics We Discuss With Feds:
CSRS & FERS Retirement
Eligibility requirements and best retirement date
Deposits, Redeposits & Military Deposits
Special Considerations for LEOs, ATCs & Firefighters
Calculating the CSRS & FERS annuity
Cost of Living Adjustments in retirement
FEGLI
Coverage and costs while employed
Increases to premiums every 5 years
Changes to coverage and costs in retirement
FEHB
Tax advantage of FEHB while working
Eligibility requirements to keep FEHB in retirement
Coordination between FEHB and Medicare Part B
TSP
Fund choices, tax advantages and options within the TSP while working
How to maximize government contributions
Options available at retirement
Survivor Benefit Plan
Coverage, cost and who can benefit from SBP
Considerations for electing SBP at retirement
Important connection with FEHB
FERS Supplement
Eligibility requirements and calculation of the benefit
What happens if you work after retiring
Long Term Care (LTC)
What services LTC insurance covers
Coverage and costs for services
Eligibility requirements to obtain coverage
Options for securing LTC
Social Security
Optimal time to collect benefits
Eligibility requirements and calculation of the benefit
What happens if you work after retiring
Why We Partner with ProFeds
Federal benefits are highly specialized and constantly evolving. That is why Stonebridge partners with ProFeds, one of the nation’s leading federal benefits education organizations.
Through this partnership, we receive ongoing training and access to educational resources designed specifically for federal employees. The FedImpact Workshop is built on that expertise and provides practical, up-to-date education on the retirement decisions federal employees face.
Stonebridge is proud to offer the FedImpact Workshop free of charge to federal employees as a member of the nationwide ProFeds network of financial professionals. ProFeds is a GSA Schedule Contract Holder and a nationally recognized provider of federal benefits education.
Why Attend Our Workshop?
Federal retirement decisions can affect your income, healthcare, benefits, and financial security for decades. This workshop is designed to help you better understand your options so you can move toward retirement with greater clarity and confidence.
Understand How Your Benefits Fit Together
Learn how your pension, TSP, FEHB, FEGLI, Social Security, and other federal benefits interact so you can better understand the retirement system you’ve spent years building.
Receive a Complimentary Federal Retirement Report
Workshop attendees may schedule a meeting with a Stonebridge advisor to complete a personalized Federal Retirement Report. This written analysis is designed to help you understand your projected retirement income, evaluate key decisions, and see how your benefits fit together in your specific situation. For employees seeking personalized guidance beyond the workshop, learn more about our Federal Retirement Planning process.
Identify Important Decisions and Deadlines
Learn which elections, deadlines, and planning opportunities deserve the most attention, and which decisions may have a lasting impact on your retirement.
What Federal Employees Are Saying
“Wish we had this 10 years ago…it made the retirement system easy to understand.”
K.F., Department of Justice
“Take this workshop. The most informative retirement workshop I have ever attended. Easy to understand and very straightforward.”
M.M., National Transportation Safety
“This session has made me realize how much more planning I need to do before I retire.”
S.A., U.S. Courts Federal Judiciary,
TAKE THE NEXT STEP TOWARD RETIREMENT CONFIDENCE